Everything about each customer in one place
No more digging through emails or notes. Every customer's history, all their projects, and what you earned from them is right there.
CRM
Keep every customer and project organized in one place
From first contact to final payment. See where each customer came from, what work you did for them, and what you earned. Never lose track again.
From a customer's first message to their final invoice, track everything that matters in one system.
CRM
Know exactly how much money each customer is worth
See what you've earned from each customer, what you're working on now, and what's coming next. Make smarter decisions.
Keep your team on the same page
When one person talks to a customer, everyone on your team sees it. No missed messages. No repeated work. Everyone knows what's happening.
From First Contact to Payment
Organize your customers and your money
CRM
See where each customer came from. Know what work you did. Track every cost. Generate invoices. Get paid on time. One system, your whole business.
- 1Keep every customer's information in one profile
- 2Turn interested customers into projects with one click
- 3Link all work, costs, and invoices to that customer
- 4Track tasks and spending from start to finish
- 5Share information between your sales and work teams
- 6Know exactly how much money each customer brought you
Two Sides of Your Business
Campaigns vs. Dossiers—What's the Difference?
Billsder connects your reaching out with your work. Here's how.
A Campaign
How you reach out. Emails, social posts, ads, phone calls. Anything to tell customers 'here's what I offer.'
A Dossier
The actual work. A project, a job, a contract you do for a customer. Tasks, costs, deadlines, invoices.
The Link
When a customer says yes to your campaign, create a dossier. Billsder connects them so you see: 'This customer from campaign X brought me $Y.'
Why It Matters
You know which campaigns actually work. You see the real money. You stop wasting time on campaigns that don't bring paying customers.
How it works
Step 1
Keep all your customer info in one place
Every message, note, call, and detail stays with that customer's profile. No more emails lost or information forgotten. Everything is right there.
Step 2
Turn interested customers into work
When someone shows interest, turn them into a project. Add a budget, assign tasks, and start working. It takes one click.
Step 3
Track the work from start to finish
Follow every task, every cost, and every deadline. See exactly how much time and money each project took.
Step 4
See what you earned from each customer
When the job is done, generate invoices that show exactly what you delivered. Know which customers made you the most money.
Included capabilities
- Customer profiles with complete history
- Notes and reminders for follow-ups
- Track where each customer came from
- Link projects and work to each customer
- Task management with cost tracking
- Quotes and invoices for each customer
- Group customers and find them fast
- See your earnings from each customer and search everything
Included in
Maîtrise - $49.99 / month
Maîtrise gives you customer management, roles, and better follow up for a busy team.
See all plans